FFWM
PPT

Future Financial Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Future Financial Wealth Management’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,000
Closed -$18.4K – 344
2025
Q3 		$18.4K Hold
5,000
– – 0.01% 338
2025
Q2 		$18.4K Sell
5,000
-127,846
-96% -$463K 0.01% 332
2025
Q1 		$480K Buy
132,846
+8,564
+7% +$30.7K 0.35% 56
2024
Q4 		$442K Sell
124,282
-9,348
-7% -$33.6K 0.32% 60
2024
Q3 		$498K Buy
133,630
+7,382
+6% +$27K 0.36% 60
2024
Q2 		$452K Buy
126,248
+1,638
+1% +$5.72K 0.4% 60
2024
Q1 		$439K Sell
124,610
-25,105
-17% -$90.4K 0.34% 62
2023
Q4 		$534K Sell
149,715
-404
-0.3% -$1.39K 0.53% 47
2023
Q3 		$503K Sell
150,119
-1,514
-1% -$5.34K 0.56% 47
2023
Q2 		$534K Buy
151,633
+4,508
+3% +$16.1K 0.56% 45
2023
Q1 		$530K Buy
147,125
+14,605
+11% +$54.1K 0.58% 48
2022
Q4 		$481K Buy
132,520
+42
+0% +$153 0.55% 57
2022
Q3 		$503K Sell
132,478
-26,066
-16% -$99.4K 0.58% 54
2022
Q2 		$633K Hold
158,544
– – 0.62% 57
2022
Q1 		$633K Buy
158,544
+5,658
+4% +$22.9K 0.52% 57
2021
Q4 		$653K Sell
152,886
-13,968
-8% -$61.6K 0.52% 55
2021
Q3 		$778K Hold
166,854
– – 0.8% 46
2021
Q2 		$778K Buy
166,854
+16,696
+11% +$78.6K 0.8% 46
2021
Q1 		$731K Buy
150,158
+1,946
+1% +$9.21K 0.84% 38
2020
Q4 		$689K Buy
+148,212
New +$676K 0.8% 35

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Future Financial Wealth Management's PPT Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q4 2025, closing a stake of 5,000 shares — an estimated $18.4K sold.

Future Financial Wealth Management first reported a position in PPT in Q4 2020 and held it in 20 quarters. The position peaked at $778K in Q3 2021. 107 funds tracked by Wall St. Rank hold PPT as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Franklin Premier Income Trust position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 5,000 Franklin Premier Income Trust shares in Q4 2025, an estimated $18.4K.
  • Future Financial Wealth Management first reported a position in Franklin Premier Income Trust in Q4 2020 and held it in 20 quarters.
  • Future Financial Wealth Management's Franklin Premier Income Trust position peaked at $778K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.